Advisory Fees Report

The Advisory Fees Report in AdvisorBOB has been streamlined to enhance capabilities regarding deposit/payout reconciliation and analysis. The new Advisory Fees report is similar to our other reports through its functionality of allowing the user to select a single advisor or group of advisors with specific pay cycle combinations. This new reporting feature update includes the option to review fees before or after the RIA payout % and admin fees are calculated, or the net amount paid to an advisor. Additionally, admins can see reports based on asset class, rep ID, or vendor.

Colton Pence